+95.3%
RKT vs EXC
+26.3%
+69.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +2.1% |
| 7D | +17.7% | -1.2% | +18.8% | +18.0% |
| 30D | +31.6% | +10.0% | +21.7% | +28.6% |
| 3M | +13.9% | +1.6% | +12.3% | +13.4% |
| 6M | +2.8% | +3.3% | -0.5% | +1.9% |
| YTD | -22.2% | +7.6% | -29.8% | -24.0% |
| 1Y | -3.5% | +3.5% | -7.0% | -4.7% |
| 3Y | +95.3% | +27.7% | +67.6% | +61.9% |
| All | +95.3% | +26.3% | +69.0% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded EXC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling